Looking at share classes is a bit of a mess. In our third episode this season, we attempt to make sense of it all:

  • Why is the share class concept important to us as an RIA?
  • Why are there so many?
  • Top 4 share classes for Reps and Advisors
  • What’s the future look like from our perspective?
We hope you enjoy and follow us on this journey!

Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.